Use style templates in PDFs

You can use the background style templates when saving as PDF. You can use the templates in the Management Client and the Web Portal as permitted by account permissions and Domain boundaries.

The style template is a standard PDF file you create with some or all of the following elements:

  • One or more cover pages that are attached to the printed PDF before the content pages.
  • A content page background with a header and footer. The height of the header and footer can be adjusted. The same single page is used as the background for all content pages.
  • One or more trailing pages that are attached to the printed PDF after the content pages.
  • Your PDF template file can contain pages that you do not want to use. These pages are ignored.
  • A one-page PDF file is used as a content page. Your PDF template file must contain at least two pages if you want to add cover and trailing pages.

You can create the template, for example, by creating a suitable document in a word processor and saving it as a PDF. Design separate templates for the different page sizes (A3, A4, A5, or Letter) and orientations (portrait or landscape) you anticipate using.

For more details about the product and how to configure features, click Help or press F1.

Steps

  1. Create a PDF file that contains a template page for the content and optionally one or more cover and trailing pages.
  2. Open the Print to or Print Elements to dialog box, for example, by right-clicking a log entry and selecting Print.
  3. Under Page Setup, select New from the Style Template list.
  4. Enter a unique Name for the new Style Template.
  5. Click Browse and select the PDF file you want to use as a template.
  6. Select how the pages are used:
    • (Optional) The Front Pages from are inserted before the content pages without modifications. Fill in just the first field for a single-sheet front page.
    • The Content Page is used as the background for all pages that have system-generated content.
    • The Header Height and Footer Height define how much space (in millimeters) is left between the top and bottom of the page, and the first or last line of content. This setting prevents the generated content from overlapping text or graphics on your content page.
    • (Optional) The Back Pages from are inserted after the content pages without modifications. Fill in just the first field for a single-sheet trailing page.
    Tip: You can use the same pages for different roles. For example, you can select the same page as a content page and a back page to add an empty page at the end of the PDF. The PDF template file must have at least two pages, even if you only use one of the pages.
  7. Click OK.

Style Template Properties dialog box

Use this dialog box to select a background style template when saving as PDF.

Option Definition
Name The name of the element.
PDF Template Allows you to browse and select the PDF file you want to use as a template.
Front Pages from

(Optional)

Specifies which pages to insert before the content pages.
Content Page Specifies the background for all pages that have system-generated content.
Header Height Specifies how much space (in millimeters) is left at the top of the page.
Footer Height Specifies how much space (in millimeters) is left at the bottom of the page.
Back pages from

(Optional)

Specifies which pages to insert after the content pages.